Getting Started with Expert Services

Overview

What Is Services?

Services is how you package your expertise into a discoverable, bookable offering on Helios. Create a structured service listing with defined scope, pricing, and deliverables; and businesses can find, evaluate, and request your help directly, without a gig application process. Once a business sends a request, Helios guides both parties through proposal, contract signing, billing, and completion all inside the platform.

Who Is It For?

  • Experts who want to turn their knowledge into a ready-to-hire offering that works for them around the clock, discoverable by businesses browsing the marketplace.

Key Features

  • Create structured service listings with defined scope, pricing, and deliverables
  • Organize listings under My Services → Listings and manage incoming requests under Requests
  • Build trust before engagement with Why Hire Me, Process for Satisfaction, and What You'll Get sections
  • Add Work Samples and Additional Documents to support your listing
  • Communicate with requesting businesses through the Messaging tab
  • Submit Work Records and generate invoices through the Billing tab

Key Terms

  • My Services - The navigation section under Earn Money where you manage your listings and incoming requests.
  • Listings Tab - Where you view, create, and manage your published service listings.
  • Requests Tab - Where you review and respond to incoming service requests from businesses.
  • Service Listing - A defined offering you create with a title, description, delivery method, pricing, and expected deliverables.
  • Proposal - Your formal response to a business's service request, including start date, time estimate, deadline, payment terms, and detailed work scope.
  • Request Status Pipeline - Requested → Proposal Submitted → Review & Sign → In Contract → Completed.
  • Billing Tab - Where you log work records and view invoices for an active engagement.
  • Work Record - A logged milestone or work entry you submit to notify the business of completed work and trigger invoice generation.

Understanding the Page Layout

My Services is accessed via Earn Money → My Services in the left navigation. Two sub-pages are available: Listings (your published service cards) and Requests (a table of all incoming service requests with Status, Business, Requestor, and Created Date columns). A + Create Service button appears in the top-right of the Listings page.

How to Access My Services

  1. In the left navigation under Earn Money, click My Services to expand the submenu.
  2. Click Listings to manage your published services, or click Requests to review incoming service requests from businesses.

How to Create a Service Listing

  1. Go to My Services → Listings and click + Create Service.
  2. Enter the service title, category, and industry focus.
  3. Write a compelling description - state the problem you solve, who you serve, and what outcomes you deliver.
  4. Set the delivery type (Remote, Hybrid, or On-Site) and the pricing model (Fixed Price or Hourly Rate) with your rate.
  5. In the Details section, complete: Why Hire Me, Process for Satisfaction and What You'll Get.
  6. Upload Work Samples - real examples of past deliverables relevant to this service.
  7. Upload Additional Documents if relevant - case studies, credentials, templates.
  8. Click Publish. Your service is now discoverable in the Services marketplace.

Details Section Explained

  • Why Hire Me - your qualifications and why businesses should choose you for this specific service.
  • Process for Satisfaction - a step-by-step breakdown of how you deliver the work.
  • What You'll Get - a clear, specific list of deliverables the business will receive.

How to Manage Incoming Service Requests

  1. Go to My Services → Requests to see all incoming service requests.
  2. Review the table: Service Title, Status, Business, Requestor, and Created Date.
  3. Click any row to open the full service contract detail.
  4. Review the business's request and use the Messaging tab to clarify scope, timeline, or any customization needed before submitting your proposal.
  5. When ready, submit your Proposal. Include your start date, time estimate, deadline, payment type, pay frequency, and a detailed work scope covering scope, deliverables, assumptions, and communication terms.
  6. Once the business reviews and both parties sign, the contract advances to In Contract and work begins.

How to Submit a Work Record and Generate an Invoice

  1. Open the active service contract from My Services → Requests.
  2. Click the Billing tab.
  3. Click Add Work Record and log the hours or milestone completed.
  4. The business receives a notification to review your work record.
  5. Once reviewed and approved, the work record rolls into the upcoming invoice on the agreed pay frequency.
  6. When all work is complete and the business is satisfied, they will click Complete Contract to finalize the engagement and trigger payment.

How to Edit or Unpublish a Service Listing

  1. Go to My Services → Listings.
  2. Click on the service listing you want to update.
  3. Click the edit (pencil) icon or the three-dot menu to access edit or unpublish options.
  4. Make your changes and click Save to update the live listing.


Frequently Asked Questions

There is no stated limit. Publish separate listings for each distinct service you offer so businesses can find and request exactly what they need.
Yes. If a request is not a good fit, communicate through the Messaging tab and decline with a clear explanation. Declining a request does not affect your standing on the platform.
Yes. Use the Messaging tab within the request to discuss customization, expanded scope, or pricing adjustments before submitting your formal proposal.
Service requests do not expire immediately, but timely responses build trust and improve your engagement quality signals on the platform. Respond promptly to maintain a strong reputation.
Complete all sections of your listing, especially Work Samples, Why Hire Me, and What You'll Get. Ensure your Expert Profile is also fully published, as businesses often review profiles before requesting services.


Troubleshooting

Confirm the listing is published. Go to My Services → Listings and check the listing's status. If it shows Draft or Unpublished, click Publish to make it discoverable.
Check My Services → Requests directly. All incoming requests appear there regardless of notification status. Check your notification settings to ensure alerts are enabled.
Billing becomes active once both parties have signed the contract and the status has advanced to In Contract. If the contract has not been fully executed, billing will not yet be available.


Tips for Getting the Most Out of Services

  • Treat your listing like a proposal you'd send to a new client. The clearer your process and deliverables, the faster a business can evaluate fit and request your service with confidence.
  • Work Samples are the single most impactful addition to any service listing. Real examples of past deliverables turn a description into proof. Add at least one before publishing.
  • Publish separate listings for each distinct service you offer rather than one broad listing. Businesses search for specific help. A focused listing title and description surfaces much better in filtered searches.
  • Respond to service requests promptly. Response time is a trust signal. Businesses comparing multiple experts will often choose the one who engages first.
  • Use the Messaging tab to clarify scope before submitting your proposal. Resolving ambiguity early prevents scope creep and protects both parties after the contract is signed.


Create Your Expert Profile →

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Three Ways to Earn on Helios →

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